Mattson Financial Services’s UBS Group UBS Stock Holding History

Mattson Financial Services’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$390K	Sell	7,298 -106	-1%	-$4.83K	0.08%	161
2026 Q1	$289K	Buy	+7,404	New	+$317K	0.07%	181
2025 Q2	–	Sell	-40	Closed	-$1.23K	–	334
2025 Q1	$1.23K	Buy	+40	New	+$1.33K	﹤0.01%	316

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mattson Financial Services's UBS Position: Q2 2026 in Review

Mattson Financial Services reduced its UBS Group (UBS) stake by 1.4% in Q2 2026, selling an estimated $4.83K and leaving 7,298 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #161.

Mattson Financial Services first reported a position in UBS in Q1 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Mattson Financial Services held 7,298 shares of UBS Group worth $390K as of Q2 2026.
Mattson Financial Services sold 106 UBS Group shares in Q2 2026, an estimated $4.83K.
UBS Group made up 0.08% of Mattson Financial Services's portfolio in Q2 2026, its #161 holding.
Mattson Financial Services first reported a position in UBS Group in Q1 2025 and has held it in 3 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.